Talent.com
VP, Financial Consultant- Atlanta (Peachtree Corners), GA (Hiring Immediately)
VP, Financial Consultant- Atlanta (Peachtree Corners), GA (Hiring Immediately)Charles Schwab • PEACHTREE CORNERS, GA, United States
VP, Financial Consultant- Atlanta (Peachtree Corners), GA (Hiring Immediately)

VP, Financial Consultant- Atlanta (Peachtree Corners), GA (Hiring Immediately)

Charles Schwab • PEACHTREE CORNERS, GA, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Position Type : Regular

Your opportunity

At Schwab, youre empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.

Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll also havethe ability to take charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications :

A valid and active FINRA Series 7 license required

  • Obtaining or acquiring FINRA Series 66 (63 / 65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications :

  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
  • Openness to manage wealth on behalf of our clients including : Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
  • Ability to adapt and implement change as the market and business conditions evolve
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
  • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
  • Whats in it for you :

    At Schwab, were committed to empowering our employees personal and professional success. Our flexible work options, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.

    We offer a competitive benefits package that takes care of the whole you both today and in the future :

  • Base salary
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbati

    [job_alerts.create_a_job]

    Financial Consultant • PEACHTREE CORNERS, GA, United States

    [internal_linking.similar_jobs]
    Travel Social Worker

    Travel Social Worker

    GLC On-The-Go • Canton, GA, US
    [job_card.full_time]
    GLC On-The-Go is seeking a Social Work Social Worker for a travel job in Canton, Georgia.Job Description & Requirements.Social Worker Acute Care - Canton, GA - 8-week contract.GLC – Named...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Radiation Therapist

    Travel Radiation Therapist

    Rang Healthcare • Canton, GA, US
    [job_card.permanent]
    Rang Healthcare is seeking a travel Radiation Therapist for a travel job in Canton, Georgia.Job Description & Requirements. Min of 2 years of experience within specialty.We are an equal opportun...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist

    Travel Physical Therapist

    CompHealth Inc. • Ball Ground, GA, US
    [job_card.permanent]
    Physical Therapist for a travel job in Ball Ground, Georgia.Job Description & Requirements.CompHealth exists to make the locums process easier. Not only will we search for jobs that fit your int...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Outpatient Physical Therapist

    Travel Outpatient Physical Therapist

    Critical Connection, inc • Ball Ground, GA, US
    [job_card.temporary]
    Critical Connection, inc is seeking a travel Outpatient Physical Therapist for a travel job in Ball Ground, Georgia.Job Description & Requirements. Travel Physical Therapist or Local Travel Phys...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Consultant Partner - Atlanta, GA - Cobb

    Financial Consultant Partner - Atlanta, GA - Cobb

    Atlanta Staffing • Atlanta, GA, US
    [job_card.full_time]
    Financial Consultant Partner Opportunity.At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP of Finance — Remote, Equity, Strategic Growth

    VP of Finance — Remote, Equity, Strategic Growth

    InvestNext • Atlanta, GA, United States
    [filters.remote]
    [job_card.full_time]
    A leading real estate investment platform is seeking a VP of Finance to drive financial strategy and oversee budget management. This role requires a strong background in SaaS finance, team leadershi...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    VP, CFO Advisory - Transformational Finance Leader

    VP, CFO Advisory - Transformational Finance Leader

    Stout • Atlanta, GA, United States
    [job_card.full_time]
    A leading consulting firm in Atlanta is looking for a Vice President in their CFO Advisory group.This strategic role involves overseeing high-impact projects, engaging with clients of various sizes...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Social Worker

    Travel Social Worker

    GHR Healthcare - PH Division • Canton, GA, US
    [job_card.full_time]
    GHR Healthcare - PH Division is seeking a Social Work Social Worker for a travel job in Canton, Georgia.Job Description & Requirements. Planet Healthcare Job ID #74531212.Pay package is based on...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Financial Planning Consultant (Atlanta, GA)

    Financial Planning Consultant (Atlanta, GA)

    Raymond James • Atlanta, GA, United States
    [job_card.full_time]
    Develop and implement a relationship management plan for potential customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organizati...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP Finance : Fintech SaaS Growth, Ops & Fundraising

    VP Finance : Fintech SaaS Growth, Ops & Fundraising

    Insight Global • Atlanta, GA, United States
    [job_card.full_time]
    A leading fintech company in Atlanta is looking for a VP of Finance to lead financial operations and strategic planning.The ideal candidate will have extensive experience in SaaS and fintech enviro...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Vice President Finance (Atlanta)

    Vice President Finance (Atlanta)

    Cade Partners • Atlanta, GA, United States
    [job_card.full_time]
    Our company is building the next generation of specialty spine, neck and brain care, making it radically easier for patients, employers, providers, and payors to access high-quality, efficient care...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel MSW Social Worker

    Travel MSW Social Worker

    PRIDE Health • Canton, GA, US
    [job_card.full_time]
    PRIDE Health is seeking a Social Work Social Worker for a travel job in Canton, Georgia.Job Description & Requirements.A Social Worker provides support and resources to individuals and families...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    VP, Financial Consultant- Atlanta (Peachtree Corners), GA

    VP, Financial Consultant- Atlanta (Peachtree Corners), GA

    Charles Schwab • Peachtree Corners, Georgia, US
    [job_card.full_time]
    A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. At Schwab, you're empowered to make an impact on your c...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Social Work - Licensed Independent Clinical Social Worker

    Travel Social Work - Licensed Independent Clinical Social Worker

    NuWest Travel Nursing • Canton, GA, US
    [job_card.full_time]
    NuWest Travel Nursing is seeking a Social Work Licensed Independent Clinical Social Worker for a travel job in Canton, Georgia. Job Description & Requirements.Licensed Independent Clinical Socia...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    VP, Coverage Banking- Financial Services Group

    VP, Coverage Banking- Financial Services Group

    Regions Bank • Atlanta, GA, United States
    [job_card.full_time]
    Thank you for your interest in a career at Regions.At Regions we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Social Work - Social Worker

    Travel Social Work - Social Worker

    Nightingale Nurses • Canton, GA, US
    [job_card.full_time]
    Nightingale Nurses is seeking a Social Work Social Worker for a travel job in Canton, Georgia.Job Description & Requirements. You may not realize it, but as an RN with real world hospital experi...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Social Work - Licensed Clinical Social Worker

    Travel Social Work - Licensed Clinical Social Worker

    Protouch Staffing • Canton, GA, US
    [job_card.permanent]
    Protouch Staffing is seeking a Social Work Licensed Clinical Social Worker for a travel job in Canton, Georgia.Job Description & Requirements. Licensed Clinical Social Worker.Job Title : Licensed...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Travel Radiation Therapist

    Travel Radiation Therapist

    Assured Nursing • Canton, GA, US
    [job_card.full_time]
    Assured Nursing is seeking a travel Radiation Therapist for a travel job in Canton, Georgia.Job Description & Requirements. Assured Nursing is currently seeking a.The ideal candidate will posses...[show_more]
    [last_updated.last_updated_30] • [promoted]